Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds Dec 2024 Ter (IBTE)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBTE) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-74- 2.4% |
$1.77K - $1.78K
|
3K
$71.7K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-83- 0.48% |
$1.98K - $1.99K
|
17.3K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-83- 0.58% |
$1.98K - $1.99K
|
14.3K
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-162- 56.06% |
$3.87K - $3.89K
|
127
$3.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-167- 0.88% |
$3.99K - $4.01K
|
18.7K
$447K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-174- 0.03% |
$4.16K - $4.18K
|
508K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-191- 1.59% |
$4.56K - $4.59K
|
11.8K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-210- 1.78% |
$5.01K - $5.04K
|
11.6K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-210- 1.2% |
$5.01K - $5.04K
|
17.3K
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-276- 0.98% |
$6.59K - $6.63K
|
28K
$669K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-320- 0.51% |
$7.64K - $7.68K
|
62.3K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-343- 2.34% |
$8.19K - $8.24K
|
14.3K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-399- 12.49% |
$9.53K - $9.58K
|
2.8K
$66.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-521- 2.61% |
$12.4K - $12.5K
|
19.5K
$464K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-645- 4.08% |
$15.4K - $15.5K
|
15.1K
$362K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-681- 1.66% |
$16.3K - $16.4K
|
40.2K
$960K
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-883- 8.47% |
$21.1K - $21.2K
|
9.55K
$228K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-903- 4.95% |
$21.6K - $21.7K
|
17.3K
$414K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-968- 3.58% |
$23.1K - $23.2K
|
26.1K
$622K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 13.89% |
$23.9K - $24K
|
6.2K
$148K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.01K- 7.31% |
$24.1K - $24.2K
|
12.8K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 99.92% |
$29.9K - $30K
|
1
$23.9
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.28K- 0.73% |
$30.6K - $30.8K
|
174K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.65K- 2.23% |
$39.5K - $39.7K
|
72.4K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.69K- 1.05% |
$40.3K - $40.5K
|
159K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.72K- 4.15% |
$41.2K - $41.4K
|
39.9K
$951K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.89K- 47.56% |
$45.2K - $45.4K
|
2.09K
$49.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.9K- 18.33% |
$45.3K - $45.5K
|
8.45K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.9K- 20.98% |
$45.3K - $45.6K
|
7.15K
$171K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.18K- 2.57% |
$52K - $52.3K
|
82.7K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.43K- 4.66% |
$58K - $58.3K
|
49.7K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.67K- 0.92% |
$63.8K - $64.2K
|
289K
$6.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.9K- 3.93% |
$69.3K - $69.7K
|
70.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.93K- 4.34% |
$69.9K - $70.3K
|
64.6K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-3K- 12.8% |
$71.6K - $72K
|
20.4K
$488K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.04K- 1.84% |
$72.5K - $72.9K
|
162K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.14K- 69.15% |
$74.9K - $75.3K
|
1.4K
$33.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.17K- 0.2% |
$75.8K - $76.2K
|
1.55M
$37M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.24K- 6.33% |
$77.4K - $77.8K
|
48K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.32K- 16.88% |
$79.3K - $79.7K
|
16.3K
$390K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-3.48K- 6.56% |
$83K - $83.5K
|
49.5K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.86K- 1.1% |
$92.1K - $92.6K
|
347K
$8.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.99K- 20.37% |
$95.2K - $95.8K
|
15.6K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-4.08K- 32.83% |
$97.5K - $98K
|
8.35K
$199K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-4.09K- 22.38% |
$97.7K - $98.2K
|
14.2K
$339K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.37K- 8.79% |
$104K - $105K
|
45.3K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.68K- 28.12% |
$112K - $112K
|
12K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-4.78K- 3.06% |
$114K - $115K
|
151K
$3.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.21K- 7.29% |
$125K - $125K
|
66.3K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.23K- 8.15% |
$125K - $125K
|
58.9K
$1.41M
|